Plan Ledger DOL Form 5500 · updated monthly

A. J. Kirkwood & Associates, Inc.benefits

A. J. Kirkwood & Associates, Inc. Welfare Benefits Plan · FULLERTON, CA · plan year 2024

Broker compensation reported · 2024
$27,439

A. J. Kirkwood & Associates, Inc.'s benefits plans covered 299 active participants in 2024, providing health · life · dental · vision · short-term disability · other. Insurance brokers and agents were paid $27,439 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $92 per covered person, below the median for employer plans that report broker pay. Broker pay rose 28% from $21,512 in 2023.

Insurance contracts · 20248
AFLAC · life stdpremiums n/a · 1 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 3 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 135 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 299 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 272 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 240 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 139 covered
Brokers & agents paid · 20245
MDX FINANCIAL SERVICES, INC.$5,065
MDX FINANCIAL SERVICES$12,789
PROFESSIONAL GROUP PLANS INC$8,858 · incl $704 fees
3 individual agents · names withheld$393

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 330707710 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.